VWA
SCHV

VSM Wealth Advisory’s Schwab US Large-Cap Value ETF SCHV Stock Holding History

VSM Wealth Advisory’s Portfolio SCHV Stock Details SCHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$732K Buy
21,037
+719
+4% +$23.7K 0.19% 47
2026
Q1 		$620K Buy
20,318
+404
+2% +$12.6K 0.19% 48
2025
Q4 		$587K Sell
19,914
-178,974
-90% -$5.23M 0.18% 52
2025
Q3 		$4.78M Buy
198,888
+176,066
+771% +$5M 1.49% 18
2025
Q2 		$667K Buy
22,822
+18,568
+436% +$488K 0.22% 46
2025
Q1 		$113K Buy
4,254
+1,904
+81% +$51.1K 0.04% 119
2024
Q4 		$61.3K Buy
+2,350
New +$63.4K 0.02% 177

Other funds holding SCHV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
APP
Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.5B AUM 24.62% 1-Year Est. Return

VSM Wealth Advisory's SCHV Position: Q2 2026 in Review

VSM Wealth Advisory increased its Schwab US Large-Cap Value ETF (SCHV) stake by 3.5% in Q2 2026, buying an estimated $23.7K and bringing the position to 21,037 shares worth $732K. The position accounts for 0.19% of the portfolio, ranked #47.

VSM Wealth Advisory first reported a position in SCHV in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.78M in Q3 2025. 991 funds tracked by Wall St. Rank hold SCHV as of Q2 2026.

  • VSM Wealth Advisory held 21,037 shares of Schwab US Large-Cap Value ETF worth $732K as of Q2 2026.
  • VSM Wealth Advisory bought 719 Schwab US Large-Cap Value ETF shares in Q2 2026, an estimated $23.7K.
  • Schwab US Large-Cap Value ETF made up 0.19% of VSM Wealth Advisory's portfolio in Q2 2026, its #47 holding.
  • VSM Wealth Advisory first reported a position in Schwab US Large-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • VSM Wealth Advisory's Schwab US Large-Cap Value ETF position peaked at $4.78M in Q3 2025.
  • 991 funds tracked by Wall St. Rank held Schwab US Large-Cap Value ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.